SNT
WFM
Security National Trust’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,600
| Closed | -$320K | – | 422 |
|
|
2017
Q2 | $320K | Hold |
7,600
| – | – | 0.11% | 138 |
|
|
2017
Q1 | $226K | Hold |
7,600
| – | – | 0.08% | 162 |
|
|
2016
Q4 | $234K | Hold |
7,600
| – | – | 0.08% | 157 |
|
|
2016
Q3 | $215K | Hold |
7,600
| – | – | 0.08% | 162 |
|
|
2016
Q2 | $243K | Hold |
7,600
| – | – | 0.09% | 154 |
|
|
2016
Q1 | $236K | Hold |
7,600
| – | – | 0.09% | 154 |
|
|
2015
Q4 | $255K | Hold |
7,600
| – | – | 0.1% | 150 |
|
|
2015
Q3 | $240K | Hold |
7,600
| – | – | 0.09% | 159 |
|
|
2015
Q2 | $300K | Hold |
7,600
| – | – | 0.11% | 151 |
|
|
2015
Q1 | $396K | Hold |
7,600
| – | – | 0.14% | 129 |
|
|
2014
Q4 | $383K | Hold |
7,600
| – | – | 0.14% | 129 |
|
|
2014
Q3 | $290K | Hold |
7,600
| – | – | 0.12% | 143 |
|
|
2014
Q2 | $294K | Hold |
7,600
| – | – | 0.11% | 143 |
|
|
2014
Q1 | $385K | Hold |
7,600
| – | – | 0.16% | 120 |
|
|
2013
Q4 | $440K | Hold |
7,600
| – | – | 0.18% | 112 |
|
|
2013
Q3 | $445K | Hold |
7,600
| – | – | 0.2% | 106 |
|
|
2013
Q2 | $391K | Buy |
+7,600
| New | +$391K | 0.19% | 105 |
|